portal resources jobs companies n neo philanthropy, inc. assistant director of financial planning & analysis

Assistant Director Of Financial Planning & Analysis


Reporting to the Chief Financial Officer (CFO), the Assistant Director of FP&A is responsible for leading NEO’s Financial Planning & Analysis (FP&A) functions in the department. This position will lead the entire effort to manage NEO’s budgeting process, including the annual and periodic budget modification processes across NEO.  This position will manage the financial reporting to NEO’s leadership and Finance & Investment committee. This position will deliver the financial KPIs and high-level analysis for the leadership’s decision-making. The position will oversee the process of providing monthly financial reports and grant reports of NEO’s funds and projects, including collaborative funds, fiscal sponsorship projects, donor service/ special projects, and other projects. This position will be the point person for building strong working relationships with other departments in terms of budgeting, reporting, projections/forecasting, and analytics.  This position will report to the CFO and be a member of the Finance leadership group. This position will supervise a team of 3 staff, including the Manager of FP&A, Grants Manager, and Sr. Financial Analyst. This position is required to work closely with other teams in the department and collaborate with various program departments at NEO. 


NEO Philanthropy has its headquarters in NYC and the finance department is based in that office. NEO HQ has a hybrid work remote structure based on job function. It is our expectation that this role will be able to be fully remote, with in-person meetings required 6-8 times per year; however, staff will have the option to select a partially in-office schedule if they are based in NYC. This role will be expected to be available during the working hours 10a-4p EST.

Vaccine Requirement: 

NEO follows CDC guidance regarding staying up to date with COVID-19 vaccinations and booters. Accordingly, and in order to ensure that the wellness and safety of our staff to the greatest extend possible, NEO requires the COVID-19 vaccination and boosters for all staff. Requests for medical and/or religious exemptions from the vaccination requirement will be considered on an individual basis.


Support to NEO Leadership

  • Serve as a thought partner and problem solver to the CFO.
  • Provide financial data, KPIs, and analysis to support leadership decisions. 

Board Reporting 

  • Working with the CFO, provide accurate and digestible information on NEO’s financial status for the quarterly Finance & Investment Committee and Board meetings. 
  • Participate and co-present NEO’s financial status to the Finance & Investment Committee and Board meetings. 


  • Support the CFO, provide various financial analyses, including P&L, business model, pricing and trend analysis, etc. as needed to NEO’s senior leadership to assist with annual planning, strategic decision making and organizational budget development. 
  • Provide metrics and analysis which demonstrate NEO’s impact when requested for internal organizational development or external communications. 


  • Manage NEO’s annual budgeting process and periodic budget modification processes.  
  • Engage department heads for budgetary discussion on a regular basis. 
  • With the FP&A team, support staff and provide training on the annual budget and budget modification processes.
  • Working with the CFO, compile NEO’s organizational annual budget and revised budgets, as well as with preparing budget analyses and budget narratives.
  • Manage the revenue re-projection process with program staff on a monthly basis and prepare organizational revenue projections. 

Financial Reporting & Grants Reporting

  • Oversee the monthly financial reporting process for NEO’s funds and projects, including budget to actuals, general ledger detail, encumbrance report and other schedules. 
  • Oversee the monthly grant reporting process for NEO’s funds and projects, including interim and final financial reports. 
  • Ensure that financial reports and tools meet the needs of NEO and its program departments. 
  • Ensure that high-quality financial reports are delivered in an accurate and timely manner. 
  • Support the CFO and collaborate with the Accounting team on data compilation and analysis required for NEO’s annual audit and 990 filing, which includes ongoing processes around lobbying tracking. 
  • Review and maintain proper and accurate dimensional coding of transactions in finance and accounting system.
  • Support staff and provide training on financial reporting and use of finance and accounting system.

Staff Management

  • Delegate work to the FP&A staff and provide adequate supervision to ensure tasks are completed accurately, effectively, and in a timely manner.
  • Provide training and mentorship to support their professional development.
  • Allocation/Re-class
  • Review and manage the process to prepare journal entries created by the FP&A team.  

Other Responsibilities

  • Backup responsibilities for other Finance senior staff as needed.
  • Other duties, or special projects as assigned by the CFO.

Desired qualifications:

To perform this job successfully, the individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Bachelor’s Degree in Accounting or Finance required, Master’s Degree preferred. 
  • At least 7 years of directly related and progressive work experience in budgeting, finance & business analysis, financial statement preparations, and forecasting/projection. 
  • High proficiency in Excel and FP&A tools is required. 
  • Strong analytical skills are required.  
  • Strong oral and written communication skills are required.  
  • Knowledge of nonprofit accounting principles and practices. 
  • Knowledge of fiscal sponsor organization and grant-making process. 
  • Strong interpersonal skills to build positive relationships with other departments. 
  • Ability to work on multiple projects successfully, while maintaining collaborative relationships with other departments. 
  • Ability to set and manage competing priorities; highly attentive to detail. 
  • Strong problem-solving skills.
  • Strong project management skills and a positive attitude.

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NEO Philanthropy, Inc.

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